MBND vs IEDI

Comparison between STATE STREET(R) NUVEEN MUNICIPAL BOND ETF (MBND, ETF) and ISHARES U.S. CONSUMER FOCUSED ETF (IEDI, ETF).

5-Year PerformanceIEDI has outperformed MBND, delivering a return of +6.5% compared to +0.5%

MBND vs IEDI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MBND(ETF)	IEDI(ETF)
Net Assets	$27M	$27M
Expense Ratio	0.40%	0.18%
Max Drawdown	15.51%	30.60%
Sharpe Ratio	0.41	0.10
5Y Beta	0.01	0.75
P/E Ratio	N/A	26.37
Forward P/E	N/A	23.25
5Y Dividends CAGR	60.54%	13.87%
5Y EPS CAGR	N/A	15.80%
Debt to Equity	N/A	-5.00%
P/S Ratio	N/A	1.59
P/B Ratio	N/A	8.15

Net Assets

MBND

$27M

IEDI

$27M

Expense Ratio

MBND

0.40%

Winner

IEDI

0.18%

Max Drawdown

Winner

MBND

15.51%

IEDI

30.60%

Sharpe Ratio

Winner

MBND

0.41

IEDI

0.10

5Y Beta

Winner

MBND

0.01

IEDI

0.75

P/E Ratio

MBND

N/A

IEDI

26.37

Forward P/E

MBND

N/A

IEDI

23.25

5Y Dividends CAGR

Winner

MBND

60.54%

IEDI

13.87%

5Y EPS CAGR

MBND

N/A

IEDI

15.80%

Debt to Equity

MBND

N/A

IEDI

-5.00%

P/S Ratio

MBND

N/A

IEDI

1.59

P/B Ratio

MBND

N/A

IEDI

8.15

MBND vs IEDI - Historical Returns

Returns include dividend reinvestment.

Period	MBND	IEDI
1 month	+0.34%	+1.18%
3 months	+0.38%	+1.69%
6 months	+1.17%	-0.35%
1 year	+4.55%	+4.46%
5 years(CAGR)	+0.49%	+6.54%
10 years(CAGR)	N/A	+12.09%
Max(CAGR)	+0.66%	+12.09%

MBND

+0.34%

Winner

IEDI

+1.18%

MBND

+0.38%

Winner

IEDI

+1.69%

Winner

MBND

+1.17%

IEDI

-0.35%

Winner

MBND

+4.55%

IEDI

+4.46%

5Y(CAGR)

MBND

+0.49%

Winner

IEDI

+6.54%

10Y(CAGR)

MBND

N/A

IEDI

+12.09%

Max(CAGR)

MBND

+0.66%

Winner

IEDI

+12.09%

MBND vs IEDI - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	MBND	IEDI
2026	+0.86%	+1.15%
2025	+2.79%	+4.04%
2024	+2.86%	+23.09%
2023	+5.48%	+24.03%
2022	-8.57%	-23.30%
2021	+0.59%	+22.68%
2020	N/A	+29.03%
2019	N/A	+29.93%
2018	N/A	+0.73%

MBND vs IEDI Drawdown Comparison

The maximum drawdown for MBND was -13.18%, occurring on Oct 25, 2022. Recovery took 1033 trading sessions.

The maximum drawdown for IEDI was -30.60%, occurring on Mar 20, 2020. Recovery took 94 trading sessions.

The current MBND drawdown is -0.84%. The current IEDI drawdown is -4.54%.

Rank	MBND	IEDI
#1	-13.18% Aug 3, 2021 - Sep 15, 2025	-30.60% Feb 20, 2020 - Jul 6, 2020
#2	-2.44% Feb 27, 2026 - Mar 27, 2026	-29.78% Nov 18, 2021 - Feb 12, 2024
#3	-2.07% Feb 11, 2021 - Jun 4, 2021	-19.35% Sep 26, 2018 - Apr 4, 2019
#4	-0.80% Sep 17, 2025 - Oct 15, 2025	-18.64% Feb 13, 2025 - Aug 13, 2025
#5	-0.57% Nov 12, 2025 - Jan 5, 2026	-9.44% Jan 13, 2026 - Mar 27, 2026
#6	-0.53% Jun 14, 2021 - Jul 8, 2021	-9.28% Sep 8, 2025 - Jan 9, 2026
#7	-0.33% Oct 27, 2025 - Nov 12, 2025	-8.66% Sep 2, 2020 - Oct 12, 2020
#8	-0.24% Jan 16, 2026 - Jan 30, 2026	-8.21% Oct 13, 2020 - Nov 23, 2020
#9	-0.13% Jul 8, 2021 - Jul 15, 2021	-7.96% Apr 24, 2019 - Jun 20, 2019
#10	-0.10% Jul 20, 2021 - Jul 28, 2021	-7.52% Mar 21, 2024 - Aug 21, 2024
#11	-0.10% Feb 19, 2026 - Feb 24, 2026	-7.18% Feb 8, 2021 - Mar 31, 2021
#12	-0.09% Feb 12, 2026 - Feb 17, 2026	-7.06% Jul 16, 2019 - Sep 6, 2019
#13	-0.08% Jul 28, 2021 - Aug 3, 2021	-6.36% Dec 6, 2024 - Feb 5, 2025
#14	-0.03% Feb 10, 2026 - Feb 12, 2026	-5.57% Jul 26, 2021 - Oct 21, 2021
#15	-0.03% Jan 30, 2026 - Feb 4, 2026	-5.21% Apr 29, 2021 - Jun 25, 2021